How to Integrate Trello with Salesforce
Steps on how to integrate Trello with Salesforce:
- On the top right corner of the window, click on the question mark icon.
- Click on "Make boards more powerful with Trello Power-Ups."
- Search and select “Salesforce” to add as a Power-Up.
- Click "Add Power-Up" to continue.
- Select the board to which you wish to add this Power-Up.
- Click on "Add" to continue.
- You've now activated a Power-Up in Trello, but a few more steps are required. Click the 'Go to board' to open your board.
- Within your board, at the top right, click on the Power-Up icon.
- Under "Salesforce", click on "Settings" to proceed.
- Select "Authorize account."
- Click on "Link Your Salesforce Account."
- Select "Allow" to integrate Salesforce with Trello.
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